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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,072 | $78,562-55.4% | $105,608-66.8% | $74,429-52.9% |
| Participation rate | 34.6% | 72.8%-38.2pp | 75.3%-40.6pp | 67.2%-32.6pp |
| Annual return | 19.05% | 15.94%+3.1pp | 116.50%-97.4pp | 1368.38%-1349.3pp |
| Employer contribution / active EE | $866 | $2,521-65.6% | $3,167-72.6% | $2,625-67.0% |
| Participant deferral / active EE | $1,278 | $4,321-70.4% | $5,010-74.5% | $4,348-70.6% |
| Admin fee / account holder | $2,597 | $2,217+17.1% | $11,028-76.5% | $1,944+33.5% |